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WisdomTree International MidCap Dividend Fund

43 hedge funds and large institutions have $66.1M invested in WisdomTree International MidCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $61.1M → $66.1M (+$4.97M)

2% more funds holding

Funds holding: 4243 (+1)

0.53% more ownership

Funds ownership: 43.15%43.68% (+0.53%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
22
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$217K -$877K -14,327 -80%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$141K +$28.9K +472 +26%
CAL
28
Capital Advisors Ltd
Ohio
$131K
TFA
29
Transamerica Financial Advisors
Florida
$104K +$54.4K +889 +113%
NSIM
30
North Star Investment Management
Illinois
$93K
CAL
31
Capital Analysts LLC
Pennsylvania
$86.4K +$24.5K +400 +40%
Creative Planning
32
Creative Planning
Kansas
$66K -$26.5K -433 -29%
TCOV
33
Trust Company of Vermont
Vermont
$56K -$26.3K -429 -32%
Ameriprise
34
Ameriprise
Minnesota
$45K +$61 +1 +0.1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$42K
US Bancorp
36
US Bancorp
Minnesota
$41K
BRWA
37
B. Riley Wealth Advisors
Florida
$33.6K +$33.4K +545 New
MFS
38
MSI Financial Services
Massachusetts
$12K -$28.9K -472 -71%
GSC
39
Ground Swell Capital
South Carolina
$12K +$12.2K +200 New
PAS
40
Partnervest Advisory Services
California
$8K
VIA
41
Vantage Investment Advisors
Pennsylvania
$8K +$184 +3 +2%
Citigroup
42
Citigroup
New York
$7K +$6.92K +113 New
NES
43
New England Securities
New York
$1K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$610K -10,132 Closed
BPBT
45
Boston Private Bank & Trust
Massachusetts
-$6K -100 Closed
CFS
46
Community Financial System
New York
-$5K -75 Closed

DIM Hedge Fund Activity: Q2 2014 in Review

43 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International MidCap Dividend Fund (DIM) for Q2 2014, worth a combined $66.1M — up 8.1% from $61.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DIM positions and 3 closed out — a net gain of 1 holder — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $946K. The largest seller was Royal Bank of Canada, cutting an estimated $877K.

  • 43 institutional investors held WisdomTree International MidCap Dividend Fund (DIM) as of Q2 2014, up from 42 in Q1 2014.
  • Funds reported $66.1M of WisdomTree International MidCap Dividend Fund stock for Q2 2014, up 8.1% quarter-over-quarter.
  • 4 funds opened new WisdomTree International MidCap Dividend Fund positions in Q2 2014 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree International MidCap Dividend Fund buyer in Q2 2014 was Virtu KCG Holdings, an estimated $946K added.
  • The largest WisdomTree International MidCap Dividend Fund seller in Q2 2014 was Royal Bank of Canada, an estimated $877K sold.

Based on aggregated 13F filings for Q2 2014.